Filmed at 121 Mining Investment London November 2021.
Aline Carnizelo, Portfolio Manager, Pala Investments
Erez Ichilov, MD, Traxys Battery Holdings
Fredrik Stene, Deputy Hear of Research, Clarksons
Rebecca Gordon, CEO, Consulting & Critical Minerals CRU
- Transitioning from hydrocarbons to electrons has triggered a tremendous redesign of materials supply chains – within the transition where do investors see value creation opportunities?
- Is self-sustaining domestic production of battery cells within the UK and Europe achievable or idealistic?
- Where and how are specialist funds finding the best companies and allocating capital?
- Should OEMs become LPs rather than product offtakers to bring greater capital pools for mine development?